DFX Intelligence

A•••••• W••••• A•••••••• L••: office on the family offices graph | DFX Data Factory

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Family officesOffice

A•••••• W••••• A•••••••• L••

Office on the family office graph

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Search this name across graphsid dfx:fo:daf38104-6b1c-4277-9887-244803983d00

Data as of an unrecorded date (this record's last observation) from Sworn filings; Announcements. Page built Sep 22, 2026, 5:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 40
On other graphs: 2
Observed: n/a to n/a

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

A•••••• W••••• A•••••••• L••

Capital provider to sponsors · shared crd

RIA / Wealth Managementidentity

A•••••• W••••• A•••••••• L••

Registered adviser · shared crd

People

Person	Title	Role	Seniority	Family member	Current	Evidence
J• D•••• D•••••••••	President/COO	leadership	senior	n/a	yes	fact

Relationships

Related to (2)

→ Vangard Gnma FundFunda foundation at the office's address (THE REALTY FOUNDATION OF NEW) holds it
inferenceForm 990-PF
← Rebny Foundation IncFoundationShared address
inferenceForm 990-PF

Employs (1)

→ J• D•••• D•••••••••PersonPresident/COO
factForm 13F

Dated events

40 bookkeeping events (roster, classification and holdings changes) folded below

Show 40 bookkeeping events

First seen by DFX
Sep 12, 2026
date not stated
A•••••• W••••• A•••••••• L•• found on the SEC adviser roster (client_description)
Occurred
May 14, 2026
A•••••• W••••• A•••••••• L•• reported $662,269,574 across 45 13(f) positions for the quarter ended 2026-03-31
Occurred
Mar 31, 2026
A•••••• W••••• A•••••••• L•• exited Bitwise Bitcoin Etf Tr (was $7,134,000, 150,000 shares)
Occurred
Mar 31, 2026
A•••••• W••••• A•••••••• L•• reduced Alphabet Inc 28,550 -> 20,854 shares ($8,936,590 -> $5,996,391)
Occurred
Mar 31, 2026
A•••••• W••••• A•••••••• L•• reduced Broadcom Inc 16,500 -> 10,558 shares ($5,710,650 -> $3,267,807)
Occurred
Mar 31, 2026
A•••••• W••••• A•••••••• L•• opened a $3,059,100 position in Corning Inc (22,500 shares)

Provenance

Graph: Family Offices
Canonical id: dfx:fo:daf38104-6b1c-4277-9887-244803983d00
First observed: n/a
Last observed: n/a : not yet measured
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.